Oracle Fusion Middleware Administering Oracle WebCenter Portal

1504 Pages·2014·26.38 MB·English

by  Oracle Corporation

Oracle® Fusion Middleware
Administering Oracle WebCenter Portal
11g Release 1 (11.1.1.8.3)
E27738-06
June 2014
Explains how to manage Oracle WebCenter Portal. System
administrators will learn how to deploy portals, configure
back-end services, monitor performance, implement backup
and recovery strategies, and more.
Oracle Fusion Middleware Administering Oracle WebCenter Portal, 11g Release 1 (11.1.1.8.3)
E27738-06
Copyright © 2013, 2014, Oracle and/or its affiliates. All rights reserved.
Primary Author: Rosie Harvey
Contributing Authors: Sarah Bernau, Michele Cyran, Sue Highmoor, Peter Jacobsen, Shahana Mitra, Ingrid
Snedecor, Savita Thakur
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Contents
Preface.............................................................................................................................................................. xliii
Audience.................................................................................................................................................... xliii
Documentation Accessibility.................................................................................................................. xliii
Related Documents.................................................................................................................................. xliii
Conventions.............................................................................................................................................. xliii
What's New?................................................................................................................................................... xlv
New and Changed Features for 11g Release 1 (11.1.1.8.3).................................................................. xlv
New and Changed Features for 11g Release 1 (11.1.1.8.0)................................................................. xlvi
Who's Who.......................................................................................................................................................... li
Knowledge Worker...................................................................................................................................... li
Application Specialist................................................................................................................................. lii
Web Developer........................................................................................................................................... liii
Developer.................................................................................................................................................... liii
System Administrator................................................................................................................................ liv
Part I Introduction to Oracle WebCenter Portal
1 Introduction to Administering Oracle WebCenter Portal
1.1 Introducing Oracle WebCenter Portal ..............................................................................1-1
1.2 Oracle WebCenter Portal Architecture .............................................................................1-2
1.2.1 WebCenter Portal Framework ...................................................................................1-3
1.2.2 Application Development Framework ......................................................................1-3
1.2.3 Composer...................................................................................................................1-3
1.2.4 WebCenter Portal.......................................................................................................1-4
1.2.5 Tools and Services......................................................................................................1-4
1.2.6 Discussion Server .......................................................................................................1-5
1.2.7 Analytics ....................................................................................................................1-5
1.2.8 Activity Graph ...........................................................................................................1-5
1.2.9 Personalization Server ...............................................................................................1-5
1.2.10 Portals ........................................................................................................................1-5
1.2.11 Composite Applications.............................................................................................1-5
1.3 Oracle WebCenter Portal Topology..................................................................................1-6
iii
1.3.1 Oracle WebCenter Portal Topology Out-of-the-Box ..................................................1-6
1.3.2 Oracle WebCenter Portal Managed Servers...............................................................1-7
1.3.3 Oracle WebCenter Portal Startup Order ....................................................................1-8
1.3.4 Oracle WebCenter Portal Dependencies ....................................................................1-8
1.3.5 Oracle WebCenter Portal Configuration Considerations ..........................................1-9
1.3.6 Oracle WebCenter Portal State and Configuration Persistence ...............................1-10
1.3.7 Oracle WebCenter Portal Log File Locations ...........................................................1-11
1.4 WebCenter Portal ...........................................................................................................1-12
1.5 Portal Framework Applications .....................................................................................1-12
1.6 Planning Oracle WebCenter Portal Installations ............................................................1-13
1.7 Understanding the Oracle WebCenter Portal 11g Installation .......................................1-13
1.8 Understanding Administrative Operations, Roles, and Tools........................................1-13
1.9 Performance Monitoring and Diagnostics......................................................................1-15
1.10 Understanding Security .................................................................................................1-15
1.11 WebCenter Portal Application Deployment ..................................................................1-16
1.12 Data Migration, Backup, and Recovery..........................................................................1-16
1.13 Oracle WebCenter Portal Administration Tools.............................................................1-16
1.13.1 Oracle Enterprise Manager Fusion Middleware Control Console ...........................1-16
1.13.1.1 Displaying Fusion Middleware Control Console ..............................................1-17
1.13.2 Oracle WebLogic Server Administration Console ...................................................1-17
1.13.3 Oracle WebLogic Scripting Tool (WLST) .................................................................1-18
1.13.3.1 Running Oracle WebLogic Scripting Tool (WLST) Commands ........................1-18
1.13.4 System MBean Browser ...........................................................................................1-20
1.13.5 WebCenter Portal - Portal Builder Administration Pages........................................1-22
1.13.6 Portal Framework Applications - Administration Console .....................................1-22
Part II Getting Started With WebCenter Portal Administration
2 Getting WebCenter Portal Up and Running
2.1 Role of the System Administrator ...................................................................................2-1
2.2 Installing WebCenter Portal .............................................................................................2-2
2.3 Setting Up WebCenter Portal for the First Time (Roadmap) ............................................2-2
2.4 Customizing WebCenter Portal for the First Time (Roadmap) ........................................2-5
3 Maintaining WebCenter Portal
3.1 Role of the System Administrator ....................................................................................3-1
3.2 System Administration for WebCenter Portal (Roadmap).....................................................3-2
3.3 System Administration for Portal Builder (Roadmap)............................................................3-5
Part III Getting Started With Portal Framework Application Administration
4 Getting Portal Framework Applications Up and Running
4.1 Installing Oracle WebCenter Portal and the WebCenter Portal Framework Libraries .....4-1
4.2 Deploying Portal Framework Applications for the First Time (Roadmap) ......................4-2
iv
5 Maintaining Portal Framework Applications
5.1 System Administration for Portal Framework Applications (Roadmap) .........................5-1
Part IV Basic System Administration
6 Starting Enterprise Manager Fusion Middleware Control
6.1 Displaying Fusion Middleware Control Console .............................................................6-1
6.2 Navigating to the Home Page for WebCenter Portal........................................................6-2
6.3 Navigating to the Home Page for Portal Framework Applications..................................6-6
6.4 Navigating to Dependent Components ............................................................................6-8
7 Starting and Stopping Managed Servers and Applications for Oracle
WebCenter Portal
7.1 Starting Node Manager ....................................................................................................7-2
7.2 Starting and Stopping Managed Servers for WebCenter Portal Application Deployments ..
...........................................................................................................................................7-2
7.3 Starting and Stopping the WebCenter Portal Application................................................7-4
7.3.1 Starting WebCenter Portal Using Fusion Middleware Control..................................7-4
7.3.2 Starting WebCenter Portal Using WLST ....................................................................7-4
7.3.3 Stopping WebCenter Portal Using Fusion Middleware Control................................7-5
7.3.4 Stopping WebCenter Portal Using WLST ..................................................................7-5
7.4 Starting and Stopping Portal Framework Applications ...................................................7-5
7.4.1 Starting Portal Framework Applications Using Fusion Middleware Control ............7-6
7.4.2 Starting Portal Framework Applications Using WLST ..............................................7-6
7.4.3 Stopping Portal Framework Applications Using Fusion Middleware Control ..........7-6
7.4.4 Stopping Portal Framework Applications Using WLST ............................................7-7
Part V Managing Tools, Portlet Producers, and External Applications
8 Managing Tools and Services
8.1 Introduction to Managing Tools and Services ..................................................................8-1
8.2 Configuring Back-end Data Repositories for Tools and Services .....................................8-6
8.2.1 Setting Up the MDS Repository .................................................................................8-6
8.2.2 Setting Up Database Connections ..............................................................................8-7
8.2.3 Setting Up Back-end Server Connections...................................................................8-8
8.2.4 Setting Up a Proxy Server ..........................................................................................8-8
8.2.4.1 Setting Up a Proxy Server Using Fusion Middleware Control ............................8-8
8.2.4.2 Setting Up a Proxy Server Using WLST ..............................................................8-9
8.2.5 Setting Up External Application Connections ...........................................................8-9
8.2.6 Setting Up Composer-Specific Configuration ..........................................................8-10
8.3 About Tools and Services in WebCenter Portal..............................................................8-12
8.3.1 Enabling and Disabling Tools and Services in WebCenter Portal ............................8-12
8.3.2 Configuring Tools and Services for WebCenter Portal ............................................8-13
8.4 About Tools and Services in Portal Framework Applications ........................................8-15
v
9 Managing Content Repositories
9.1 About Content Repositories .............................................................................................9-2
9.2 Configuring a Content Server Repository ........................................................................9-4
9.2.1 Prerequisites to Configuring Content Server .............................................................9-4
9.2.1.1 Installation Prerequisites .....................................................................................9-4
9.2.1.2 Configuration Prerequisites ................................................................................9-5
9.2.1.3 Security Prerequisites ..........................................................................................9-6
9.2.2 Configuration Roadmap for Content Server ..............................................................9-6
9.2.3 Configuring Content Server.......................................................................................9-9
9.2.3.1 Enabling Mandatory Components ....................................................................9-10
9.2.3.1.1 Considerations for Enabling FrameworkFolders or Folders_g ...................9-11
9.2.3.1.2 Understanding the Folders_g and FrameworkFolders Directory Structure 9-11
9.2.3.1.3 Enabling the FrameworkFolders Component .............................................9-12
9.2.3.1.4 Enabling the Folders_g Component ...........................................................9-13
9.2.3.1.5 Enabling the WebCenterConfigure Component .........................................9-14
9.2.3.2 Configuring the Dynamic Converter Component .............................................9-16
9.2.3.3 Configuring the Inbound Refinery ....................................................................9-17
9.2.3.3.1 Creating an Outbound Provider .................................................................9-17
9.2.3.3.2 Enabling PDFExportConverter in Inbound Refinery ..................................9-18
9.2.3.3.3 Selecting the File Formats To Be Converted ...............................................9-19
9.2.3.3.4 Enabling the Conversion of Wikis and Blogs into PDFs .............................9-19
9.2.3.4 Setting Up SSL for Content Server ....................................................................9-21
9.2.3.5 Enabling the iFraming UI ..................................................................................9-21
9.2.3.6 Configuring the SES Crawler ............................................................................9-22
9.2.3.7 Setting Up Site Studio .......................................................................................9-22
9.2.3.8 Enabling Full-Text Search .................................................................................9-23
9.2.3.9 Creating Content Profiles in Content Server .....................................................9-24
9.2.3.10 Configuring Item Level Security .......................................................................9-24
9.2.3.10.1 About Item Level Security ..........................................................................9-24
9.2.3.10.2 Configuring Item Level Security.................................................................9-26
9.2.3.10.3 Configuring Additional Settings for WebCenter Portal Framework
Applications................................................................................................9-27
9.2.3.11 Showing and Hiding the Wiki Markup Tab in the Rich Text Editor .................9-28
9.2.3.12 Additional Optional Configurations .................................................................9-30
9.2.3.12.1 Configuring the File Store Provider ............................................................9-30
9.2.3.12.2 Setting Up Node Manager ..........................................................................9-31
9.2.3.13 Configuring Security Between Content Server and WebCenter Portal Framework
Applications ......................................................................................................9-31
9.2.3.13.1 Creating a Security Group Using the Content Server Console ...................9-32
9.2.3.13.2 Creating Roles Using the Content Server Console ......................................9-32
9.2.3.13.3 Creating Roles (Groups) for the Portal Framework application .................9-33
9.2.3.13.4 Creating a Folder Using the Content Server Console .................................9-33
9.2.3.13.5 Creating Users for an External LDAP .........................................................9-34
9.2.3.13.6 Creating Users for the Embedded LDAP ....................................................9-35
9.2.3.13.7 Granting a Role to an External LDAP User.................................................9-35
9.2.3.13.8 Granting a Role to an Embedded LDAP User ............................................9-35
9.2.3.13.9 Migrating Security to a Production Environment .......................................9-36
vi
9.2.3.13.10 Checking Your Security Group and Roles Configuration ...........................9-36
9.2.3.14 Registering the Content Server Repository........................................................9-37
9.2.3.14.1 Configuring a Content Server Connection for Portal Framework applications .
..................................................................................................................9-37
9.2.3.14.2 Configuring a Content Server Connection for WebCenter Portal ...............9-37
9.2.3.14.3 Checking the WebCenter Portal Data Seeded in Content Server ................9-37
9.3 Configuring a Microsoft SharePoint Repository.............................................................9-40
9.3.1 Microsoft SharePoint - Installation...........................................................................9-40
9.3.1.1 About Microsoft SharePoint Server Installation ................................................9-40
9.3.1.2 Installing Oracle WebCenter Adapter for Microsoft SharePoint .......................9-41
9.3.1.3 Installing WLST Command Scripts for Managing Microsoft SharePoint
Connections .......................................................................................................9-42
9.3.2 Microsoft SharePoint - Configuration ......................................................................9-42
9.3.3 Microsoft SharePoint - Security Considerations.......................................................9-43
9.3.4 Microsoft SharePoint - Limitations in WebCenter Portal .........................................9-43
9.3.5 Managing Microsoft SharePoint Connections Using WLST.....................................9-43
9.3.5.1 createJCRSharePointConnection .......................................................................9-44
9.3.5.2 setJCRSharePointConnection ............................................................................9-44
9.3.5.3 listJCRSharePointConnections...........................................................................9-44
9.4 Configuring an Oracle Portal Repository .......................................................................9-44
9.4.1 Oracle Portal - Installation .......................................................................................9-45
9.4.2 Oracle Portal - Configuration ..................................................................................9-45
9.4.3 Oracle Portal - Security Considerations ...................................................................9-45
9.4.4 Oracle Portal - Limitations in Oracle WebCenter Portal ..........................................9-45
9.5 Configuring a File System Repository ............................................................................9-46
9.5.1 File System - Security Considerations ......................................................................9-46
9.5.2 File System - Limitations ..........................................................................................9-46
9.6 Registering Content Repositories for WebCenter Portal or Portal Framework Applications
.........................................................................................................................................9-46
9.6.1 About Registering Content Repositories for WebCenter Portal ...............................9-46
9.6.2 Registering Content Repositories Using Fusion Middleware Control .....................9-48
9.6.3 Registering Content Repositories Using WLST........................................................9-55
9.7 Changing the Active (or Default) Content Repository Connection ................................9-56
9.7.1 Changing the Active (or Default) Content Repository Connection Using Fusion
Middleware Control ................................................................................................9-56
9.7.2 Changing the Active (or Default) Content Repository Connection Using WLST.....9-57
9.8 Modifying Content Repository Connection Details........................................................9-57
9.8.1 Modifying Content Repository Connection Details Using Fusion Middleware Control
..................................................................................................................................9-57
9.8.2 Modifying Content Repository Connection Details Using WLST ............................9-58
9.8.3 Modifying Cache Settings for Content Presenter .....................................................9-58
9.9 Deleting Content Repository Connections .....................................................................9-59
9.9.1 Deleting Content Repository Connections Using Fusion Middleware Control .......9-59
9.9.2 Deleting Content Repository Connections Using WLST ..........................................9-59
9.10 Setting Connection Properties for WebCenter Portal's Default Content Repository ......9-60
9.10.1 Setting Connection Properties for WebCenter Portal's Default Content Repository
Using Fusion Middleware Control ..........................................................................9-60
vii
9.10.2 Setting Connection Properties for WebCenter Portal's Default Content Repository
Using WLST .............................................................................................................9-60
9.11 Testing Content Repository Connections .......................................................................9-61
9.11.1 Testing Content Server Connections........................................................................9-61
9.11.2 Testing Oracle Portal Connections...........................................................................9-62
9.12 Changing the Maximum File Upload Size .....................................................................9-63
9.13 Troubleshooting Issues with Content Repositories ........................................................9-63
9.13.1 Documents Service Unavailable In WebCenter Portal .............................................9-63
10 Managing Activity Graph
10.1 About Activity Graph ....................................................................................................10-2
10.2 Configuration Roadmaps for Activity Graph.................................................................10-4
10.3 Activity Graph Prerequisites ..........................................................................................10-7
10.4 Preparing Data for the Activity Graph ...........................................................................10-8
10.4.1 Running the Activity Graph Engines on a Schedule ................................................10-9
10.4.2 Running the Activity Graph Engines on Demand ...................................................10-9
10.5 Customizing Reason Strings for Similarity Calculations ..............................................10-10
10.6 Managing Activity Graph Schema Customizations .....................................................10-11
10.6.1 Exporting Activity Graph Metadata ......................................................................10-11
10.6.2 Exporting Provider Configuration .........................................................................10-12
10.6.3 Importing Activity Graph Metadata ......................................................................10-12
10.6.4 Deleting Activity Graph Metadata ........................................................................10-12
10.6.5 Renaming Actions and Node Classes ....................................................................10-13
10.7 Setting Up Activity Rank for Oracle Secure Enterprise Search ....................................10-13
10.8 Troubleshooting Issues with Recommendations ..........................................................10-16
10.8.1 Troubleshooting the Activity Graph Engines Schedule and Status Page ...............10-17
11 Managing Analytics
11.1 About Analytics in WebCenter Portal ............................................................................11-2
11.1.1 Analytics Components.............................................................................................11-2
11.1.2 Analytics Task Flows ...............................................................................................11-3
11.2 Configuration Roadmap for Analytics ...........................................................................11-4
11.3 Analytics Prerequisites ...................................................................................................11-5
11.3.1 Analytics - Installation .............................................................................................11-5
11.3.2 Analytics - Configuration ........................................................................................11-5
11.3.3 Analytics - Security Considerations .........................................................................11-6
11.3.4 Analytics - Limitations.............................................................................................11-6
11.4 Configuring Analytics Collector Settings .......................................................................11-6
11.4.1 Setting Analytics Collector Properties Using WLST ................................................11-6
11.4.2 Setting Analytics Collector Properties Using Fusion Middleware Control..............11-7
11.5 Registering an Analytics Collector for Your Application ...............................................11-9
11.5.1 Registering an Analytics Collector Using Fusion Middleware Control ...................11-9
11.5.2 Registering an Analytics Collector Using WLST ...................................................11-10
11.5.3 Disabling WebCenter Portal Event Collection .......................................................11-11
11.5.3.1 Disabling WebCenter Portal Event Collection Using Fusion Middleware Control .
.........................................................................................................................11-11
11.5.3.2 Disabling WebCenter Portal Event Collection Using WLST ...........................11-12
viii
11.6 Configuring User Profile Events Timing ......................................................................11-12
11.7 Validating Analytic Event Collection ...........................................................................11-12
11.8 Viewing the Current WebCenter Portal's Analytic Event List ......................................11-13
11.9 Purging Analytics Data ................................................................................................11-14
11.10 Partitioning Analytics Data ..........................................................................................11-14
11.11 Troubleshooting Issues with Analytics ........................................................................11-14
12 Managing Announcements and Discussions
12.1 About Discussions Server Connections ..........................................................................12-2
12.2 Discussions Server Prerequisites ....................................................................................12-2
12.2.1 Discussions Server - Installation ..............................................................................12-3
12.2.1.1 Discussions Server - High Availability Installation ...........................................12-3
12.2.2 Discussions Server - Configuration ..........................................................................12-3
12.2.3 Discussions Server - Security Considerations ..........................................................12-5
12.2.4 Discussions Server - Limitations ..............................................................................12-6
12.3 Registering Discussions Servers .....................................................................................12-7
12.3.1 Registering Discussions Servers Using Fusion Middleware Control .......................12-7
12.3.2 Registering Discussions Servers Using WLST .......................................................12-11
12.4 Choosing the Active Connection for Discussions and Announcements .......................12-11
12.4.1 Choosing the Active Connection for Discussions and Announcements Using Fusion
Middleware Control ..............................................................................................12-11
12.4.2 Choosing the Active Discussion for Discussions and Announcements Using WLST .....
................................................................................................................................12-12
12.5 Modifying Discussions Server Connection Details .......................................................12-13
12.5.1 Modifying Discussions Server Connection Details Using Fusion Middleware Control..
................................................................................................................................12-13
12.5.2 Modifying Discussions Server Connection Details Using WLST ...........................12-13
12.6 Deleting Discussions Server Connections ....................................................................12-14
12.6.1 Deleting a Discussions Server Connection Using Fusion Middleware Control .....12-14
12.6.2 Deleting a Discussions Server Connection Using WLST ........................................12-15
12.7 Setting Up Discussions Defaults...................................................................................12-15
12.8 Setting Up Announcements Defaults ...........................................................................12-16
12.9 Testing Discussions Server Connections ......................................................................12-16
12.10 Granting Administrator Permissions on the Discussions Server ..................................12-16
12.11 Granting Administrator Role on the Discussions Server ..............................................12-16
12.11.1 Granting the Discussions Server Administrator Role using WLST ........................12-17
12.11.2 Granting the Discussions Server Administrator Role using the Admin Console...12-17
12.11.3 Revoking the Discussions Server Administrator Role ...........................................12-17
12.12 Configuring Discussion Forum Options for WebCenter Portal ....................................12-18
12.12.1 Accessing the Discussions Server Admin Console.................................................12-19
12.12.2 Specifying Where Discussions and Announcements are Stored on the Discussions
Server ....................................................................................................................12-20
12.12.3 Choosing How Many Discussion Topics to Save In Portal Templates ...................12-21
12.13 Troubleshooting Issues with Announcements and Discussions...................................12-22
12.13.1 Authentication Failed ............................................................................................12-22
12.13.2 Discussions Cannot Be Enabled in WebCenter Portal............................................12-23
12.13.3 Login Failed ...........................................................................................................12-23
ix
12.13.4 Login Does Not Function Properly After Configuring Oracle Access Manager ....12-24
12.13.5 Category Not Found Exceptions ............................................................................12-24
12.13.6 Watched Topics and Recent Topics Not Displaying Topics From Multiple Discussion
Forums...................................................................................................................12-25
12.13.7 Discussion and Announcement Updates Not Displayed.......................................12-25
13 Managing Calendar Events
13.1 About Events Connections .............................................................................................13-2
13.2 Configuration Roadmaps for Personal Events ...............................................................13-2
13.3 Events Prerequisites for Personal Events .......................................................................13-7
13.3.1 Microsoft Exchange Server 2007 Prerequisites.........................................................13-7
13.3.1.1 Microsoft Exchange Server 2007 - Installation ...................................................13-7
13.3.1.2 Microsoft Exchange Server 2007 - Configuration ..............................................13-7
13.3.1.3 Microsoft Exchange Server 2007 - Security Considerations ...............................13-7
13.3.1.4 Microsoft Exchange Server 2007 - Limitations ..................................................13-8
13.3.2 Microsoft Exchange Server 2003 Prerequisites.........................................................13-8
13.3.2.1 Microsoft Exchange Server 2003 - Installation ...................................................13-8
13.3.2.2 Microsoft Exchange Server 2003 - Configuration ..............................................13-8
13.3.2.3 Microsoft Exchange Server 2003 - Security Considerations ...............................13-9
13.3.2.4 Microsoft Exchange Server 2003 - Limitations ................................................13-10
13.4 Registering Events Servers ...........................................................................................13-10
13.4.1 Registering Events Servers Using Fusion Middleware Control .............................13-10
13.4.2 Registering Event Servers Using WLST .................................................................13-11
13.5 Choosing the Active Events Server Connection ...........................................................13-12
13.5.1 Choosing the Active Events Server Using Fusion Middleware Control ................13-12
13.5.2 Choosing the Active Events Server Connection Using WLST ...............................13-13
13.6 Modifying Events Server Connection Details...............................................................13-13
13.6.1 Modifying Events Server Connection Details Using Fusion Middleware Control 13-13
13.6.2 Modifying Events Server Connection Details Using WLST ...................................13-14
13.7 Deleting Event Server Connections ..............................................................................13-14
13.7.1 Deleting Event Server Connections Using Fusion Middleware Control ................13-14
13.7.2 Deleting Event Server Connections Using WLST ..................................................13-15
13.8 Testing Event Server Connections ................................................................................13-15
13.9 Troubleshooting Issues with Events.............................................................................13-15
14 Managing Instant Messaging and Presence
14.1 About Instant Messaging and Presence Connections .....................................................14-2
14.2 Instant Messaging and Presence Server Prerequisites ...................................................14-2
14.2.1 Microsoft Live Communications Server (LCS) Prerequisites ...................................14-2
14.2.1.1 Microsoft LCS - Installation ...............................................................................14-3
14.2.1.2 Microsoft LCS - Configuration ..........................................................................14-3
14.2.1.3 Microsoft LCS - Security Considerations...........................................................14-6
14.2.2 Microsoft Office Communications Server (OCS) Prerequisites................................14-6
14.2.2.1 Microsoft OCS - Installation ..............................................................................14-6
14.2.2.2 Microsoft OCS - Configuration .........................................................................14-6
14.2.2.2.1 Simple Deployment ....................................................................................14-7
14.2.2.2.2 Remote Deployment ...................................................................................14-7
x